Pacific Capital Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-560
| Closed | -$99.1K | – | 114 |
|
|
2024
Q4 | $99.1K | Hold |
560
| – | – | 0.02% | 111 |
|
|
2024
Q3 | $85.1K | Hold |
560
| – | – | 0.01% | 119 |
|
|
2024
Q2 | $102K | Sell |
560
-19
| -3% | -$3.46K | 0.02% | 108 |
|
|
2024
Q1 | $112K | Buy |
579
+19
| +3% | +$3.67K | 0.03% | 94 |
|
|
2023
Q4 | $146K | Buy |
+560
| New | +$146K | 0.04% | 77 |
|
|
2020
Q4 | – | Sell |
-560
| Closed | -$93K | – | 77 |
|
|
2020
Q3 | $93K | Buy |
+560
| New | +$93K | 0.06% | 85 |
|